DA
PEP icon

Denali Advisors’s PepsiCo PEP Stock Holding History

Denali Advisors’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$292K Buy
1,879
+28
+2% +$4.36K 0.03% 280
2025
Q4 		$266K Sell
1,851
-16
-0.9% -$2.35K 0.03% 300
2025
Q3 		$262K Sell
1,867
-1,046
-36% -$149K 0.03% 277
2025
Q2 		$385K Sell
2,913
-491
-14% -$66.1K 0.04% 260
2025
Q1 		$510K Sell
3,404
-3,263
-49% -$486K 0.06% 231
2024
Q4 		$1.01M Sell
6,667
-34,407
-84% -$5.64M 0.11% 173
2024
Q3 		$6.98M Buy
+41,074
New +$7.06M 0.75% 38

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Denali Advisors's PEP Position: Q1 2026 in Review

Denali Advisors increased its PepsiCo (PEP) stake by 1.5% in Q1 2026, buying an estimated $4.36K and bringing the position to 1,879 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #280.

Denali Advisors first reported a position in PEP in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.98M in Q3 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Denali Advisors held 1,879 shares of PepsiCo worth $292K as of Q1 2026.
  • Denali Advisors bought 28 PepsiCo shares in Q1 2026, an estimated $4.36K.
  • PepsiCo made up 0.03% of Denali Advisors's portfolio in Q1 2026, its #280 holding.
  • Denali Advisors first reported a position in PepsiCo in Q3 2024 and has held it in 7 quarters since.
  • Denali Advisors's PepsiCo position peaked at $6.98M in Q3 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.